[carnagii]

> b) source modems from Intel.

This settlement does not say good things about Intel's progress on 5G.

[wyldfire]

Until they have their own design, Apple would be wise to continue dual-sourcing the modems. Apple is heavily subsidizing Intel's R&D until they can bootstrap their own.

Apple can make their premium offering Qualcomm's 5G and have the tier(s) below that be Intel's LTE.

[oflannabhra]

Yep. I'd guess that they continue to source LTE modems from them, however.

[Alex3917]

All of their LTE modems, or just some of them like previous years?

[oflannabhra]

My bet would be they diversify their sourcing, if they can. In the FTC case Apple stated that they wanted to buy 4G modems from Qualcomm, but Qualcomm refused unless they were exclusive.

But who knows what the terms of the deal are.